Smead Funds

  • Smead Value Fund

Smead Value Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2009 0 0 0 0 0 0 0 0 0 0 0 0 0
2010 4.9 0.3 4.5 9.3 -3.6 5.5 -6 -8.4 0.2 7.5 1.2 -1.6 12.7
2011 4.3 -0.6 10.3 -6.1 -6 -2.2 0.1 -2.1 3.4 -1.2 3.9 2.1 4.9
2012 0 2.6 -1.5 5.1 2.9 3.4 5.2 -5.4 -0.2 4.8 5.6 3.1 28.1
2013 2.9 2.9 3.1 4.2 -4.5 5.9 -1.1 3.1 2.2 6.2 1.3 7.1 0
2014 1.1 3.6 2.6 -1.4 3.6 -1.2 2.8 1.3 -1.7 -0.3 5.4 -1.6 14.7
2015 -3.5 1.1 7.6 -2.6 -6.8 3.7 -0.1 1.9 -0.7 -0.5 6.5 -4 1.7
2016 1.1 7.3 -4 -0.7 0.9 3.3 -1.5 -0.7 1.6 3.8 -0.6 -6.2 3.6
2017 3.1 4.4 0.4 2.8 -0.3 2.4 3.1 -0.4 0.4 -1 5.3 2.8 25.3
2018 -9.6 2.7 -3 0.6 3.5 3.5 2.4 -1.2 1.2 -4.6 -3.7 4.6 -4.5
2019 -2.5 5.5 0.9 1 0.1 0.2 7.4 -5.1 4.9 -0.2 2.1 6.2 21.6
2020 3.2 16 -5.9 -3.7 5.8 5.4 0.8 4.7 15.6 -21 -9.6 -4.7 0.3
2021 -0.7 -1.9 6.8 -1.6 2.6 -0.6 3.2 2.9 2.7 10.5 6.3 2.5 37
2022 -6.7 4.6 14.3 -7.7 -2.5 9.2 -11.7 5.1 -6.6 1.7 -0.9 -0.2 -4.5
2023 8.6 7.9 -3.8 -3.9 -2.5 5.7 8 -6.3 2 -1.5 -5.5 7.6 15.3
2024 -3.4 7.1 4 -0.5 0 0 0 0 0 0 0 0 2.2